Employment Opportunity – Curran Investment Management

Financial Service Representative

 

Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest level of personalized service and attention to our clients.  If you have a passion and commitment for providing extraordinary client service and enjoy a small company environment, we could be the company for you.

 

The Financial Service Representative is the point of contact for personal communication with clients aiding them in all facets of client servicing, including:

  • Addressing their questions and concerns regarding their accounts
  • Develop, communicate and implement plans to meet their financial goals
  • Meet with them on a periodic basis to review their accounts and other financial concerns
  • Handle administrative duties such as opening accounts and disbursing funds
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